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Scott Parker

Advisor at Wells Fargo Advisors

Updated today

Location

Medford, NJ

Credentials

Series 63, Series 65

Industry experience

28 years

About

Scott Parker is a financial advisor at Wells Fargo Advisors with 28 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of his advisory work, he serves as an executor for a family friend's estate. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized services such as business-owner transition and special-needs analysis. The firm uses proprietary research and planning tools to develop tailored recommendations, which clients may implement through brokerage or advisory programs.

Client services

Based on Wells Fargo Advisors

Financial planning Portfolio management Pension consulting Selection of other advisers
Investment consulting services to institutional clients

Expertise

Based on Wells Fargo Advisors

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting

Occupation focus

Based on Wells Fargo Advisors

Founder/Business Owner

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Fee options

Commissions

Brokerage commissions are charged if clients implement investment recommendations through Wells Fargo Advisors brokerage accounts, in addition to advisory fees.

Other

Account minimum: $250,000 Fee-only: Fee-Based Planning Services fees range from $0 up to $25,000 per engagement, varying by service complexity and client's net worth. Specific fees are as follows: For clients with a net worth $250,000 to $500,000, total fee per engagement up to $5,000; $500,000 to $1,000,000, up to $12,500; over $1,000,000, up to $25,000. Individual service fees range up to $1,000-$1,500 to $5,000-$7,500 depending on net worth and service type.

Location

Medford, NJ

Most active in

Florida · New Jersey · Texas

Work history

Wells Fargo Advisors

2021 - Present (5 years)

Wells Fargo Clearing

2018 - 2021 (3 years)

Wells Fargo Clearing

2016 - 2018 (2 years)

Wells Fargo Advisors Llc

2009 - 2016 (7 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Andrew M

CFP®, CFA®

Haddonfield, NJ

Wrought Financial Planning

Hi, I’m Andrew! I founded Wrought Financial Planning to help entrepreneurs and self-employed professionals forge their path to financial freedom. We help our clients manage their cashflow, reduce their taxes, and grow their wealth. I’ve been interested in history, finance, and psychology since I was a kid growing up in Ocean City, New Jersey. After graduating from The College of New Jersey with honors, I began my financial services career in the alternative investment industry (private equity, hedge funds, commercial real estate and other fancy investments) first with Merrill Lynch Alternative Investments in Princeton, New York, and Boston and then with FS Investments based in Philadelphia. I grew tired of getting on airplanes for work and being away from my family so with the entrepreneurial spirit calling me I began my wealth management practice at Merrill Lynch and then I founded the independent and fee-only firm Wrought Financial Planning. I am married to my beautiful and patient wife and together we reside in Haddonfield, NJ with our two young daughters and Labrador Retriever. We enjoy traveling and sharing new experiences with my girls and being involved with their sports teams and activities. I am the Vice President and soon to be President of the Rotary Club of Haddonfield where we provide grants and scholarships to deserving organizations and underprivileged students. With whatever free time is left to me I love to read, listen to podcasts, and stay active by jogging with my dog and squeezing in a round of golf when possible.

Business ownership considerations Tax strategies for small businesses Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Self-Employed Gen Y/Millennials (Born 1980-1995)
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Edward H

CFP®, Series 63

Turnersville, NJ

Financial Planning Professionals, Inc.

Edward Harrington Jr. is a CFP® with 39 years of industry experience. He has been with Financial Planning Professionals, Inc. since 1992 and previously worked at Securities Service Network, Inc. for 21 years. Outside of advising, he serves as a member of a condominium board and has ownership interests in a storage facility and related commercial properties. Financial Planning Professionals, Inc. provides discretionary asset management and comprehensive financial planning to individuals, high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations. The firm employs global asset allocation model portfolios with active market timing and primarily focuses on ETF-based strategies implemented on a discretionary basis.

Active portfolio management Passive / index investing
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Phyllis S

CFP®, CFA®, Series 65

Moorestown, NJ

Arrington Financial Advisors, LLC

Phyllis Storms is a financial advisor at Arrington Financial Advisors, LLC with 17 years of industry experience. She holds the CFP®, CFA®, and Series 65 designations and has worked at Touchstone Financial Advisors since 2011. Arrington Financial Advisors provides financial planning and discretionary investment management to individuals, trusts, and estates. The firm employs a top-down investment approach combining active and passive strategies, serving a diverse client base including retail, institutional, and charitable entities.

General retirement planning General tax planning Wealth management Retirement income strategy
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Julie M

CFP®, ChFC®

Haddonfield, NJ

Financial Compass LLC

Julie Mcnulty is a CFP® and ChFC® with 16 years of experience in financial advising. She has been with Financial Compass LLC, an independent firm based in Haddonfield, NJ, since 2009. Financial Compass LLC provides personalized financial planning and discretionary investment management to individuals, trusts, estates, and small businesses. The firm manages approximately $66 million in client assets and offers a specialized service called milz fp focused on millennial and Gen Z clients, emphasizing long-term, diversified portfolios with low-cost, tax-efficient mutual funds and ETFs.

General retirement planning General tax planning Wealth management Passive / index investing Retirement income strategy Gen Y/Millennials (Born 1980-1995) Gen Z (Born 1996-2010)
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Stephen D

Series 63, Series 65

Marlton, NJ

De Cesare Retirement Specialists

Stephen De Cesare is the sole advisor at De Cesare Retirement Specialists in Philadelphia, PA, holding Series 63 and Series 65 licenses with 25 years of industry experience. He has been with De Cesare Retirement Specialists since 2008 and previously worked at Triad Advisors, LLC from 2007 to 2019. In addition to his advisory role, he is an independent insurance broker licensed since 2000, selling insurance products on a commission basis. De Cesare Retirement Specialists is an independent registered investment adviser serving individuals, trusts, estates, charitable organizations, and business entities with approximately $34 million under management across about 95 client relationships. The firm offers discretionary and non-discretionary portfolio management, comprehensive financial planning, and consulting, employing a range of analytical methods and investment instruments, including equities, mutual funds, ETFs, and certain hedging and cryptocurrency-related strategies.

General retirement planning Income planning
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Edward G

CFP®, Series 66

Marlton, NJ

Financial Life Planning, LLC

Edward Goldstein is a Certified Financial Planner® with over 22 years of experience in the financial services industry. He has been the principal advisor at Financial Life Planning, LLC since 2008. Financial Life Planning, LLC provides comprehensive financial planning, consulting, and portfolio management services to individuals, families, small business owners, trusts, estates, and retirement plan participants. The firm uses customized, diversified portfolios primarily consisting of ETFs, mutual funds, and individual securities, supported by continuous supervision and advanced planning tools such as Monte Carlo analysis.

College savings (529s, UTMA, etc.) Business exit / sale strategy Founder/Business Owner
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